See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 26 · EIN 93-0987232 18700 N HAYDEN RD STE 225 · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $24,713 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $7,915 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $4,039 |
BSP CONSULTING3 years Service code 65 · EIN 26-1145434 PO BOX 1087 · OLDSMAR, FL 34677 | Account Maintenance | $1,010 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,450 | $50,815-63.7% | $155,509-88.1% | $77,643-76.2% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 12.37% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,540 | $1,993+27.5% | $4,672-45.6% | $2,726-6.8% |
| Participant deferral / active EE | $1,687 | $2,822-40.2% | $5,626-70.0% | $4,647-63.7% |
| Admin fee / account holder | $18 | $437-95.8% | $15,912-99.9% | $430-95.8% |